# QP WEALTH MANAGEMENT, LLC

QP WEALTH MANAGEMENT, LLC of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 301071
- Type: SEC-registered investment adviser
- SEC file number: 801-115196
- Location: 2700 N MILITARY TRAIL, SUITE 240, BOCA RATON, FL, 33431
- Phone: 732-526-2701
- Latest filing: 2026-05-19
- Regulatory AUM: $405.0M
- Discretionary AUM: $122.7M
- Non-discretionary AUM: $282.3M
- Clients: 7
- Accounts: 715

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Susana D Toothman | OWNER | — |
| James Wilk Lloyd | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | — |
| Thomas William Leidner | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | — |
| Lisa Karen Heerwagen | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| STROSS PAMELA JEAN | CHIEF COMPLIANCE OFFICER | — |
| FANELLI JULIE VIESON | TRUSTEE | — |
| LLOYD JAMES WILK | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER | — |
| LEIDNER THOMAS WILLIAM | MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER | — |
| HEERWAGEN LISA KAREN | MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301071/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301071/similar
- Related entities: https://search.stillhousedata.com/firm/301071/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301071

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.